Gould Asset Management LLC

Gould Asset Management provides investment management services, primarily through individually managed accounts for individuals, families, and institutions. Founded in 1999 and based in Claremont, California, Gould offers a broad suite of investment strategies ranging from conservative fixed-income portfolios to growth-oriented equity strategies, as well as alternative investments like private equity and real estate limited liability companies. Gould does not hold itself out as a provider of financial planning services, though it may provide limited consultations—such as retirement income projections—upon request on an unsolicited basis. The firm tailors its portfolios to client objectives, risk tolerances, and tax situations, operating with the authority to make trades without asking first on a discretionary basis.